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Why us?
The answer is simple.
Success.

Opportunities at Atria Wealth Solutions, Inc.

At Atria, we are paving the way to the future of wealth management — and we invite you to join our team.

Work At Atria

Opportunities at Financial Institutions

Opportunities for financial professionals, program managers and sales assistants at credit unions and banks throughout the U.S.

Financial Institution Openings

Best of the Best

  • Ranked as one of the top broker-dealers in the industry
  • Partnered with some of the top financial institutions in the country
  • Recognized as one of the Best Places to Work honorees
  • Stellar job satisfaction rate of more than 94% from home office employees
  • Awarded Top 5 Healthiest Companies in San Diego

Opportunities Abound

  • Rewarding career path
  • Potential for advancement
  • Great benefits
  • Work/life balance
  • Co-workers with high integrity and strong work ethics
  • Collaborative culture and shared goals

Mission

To provide financial professionals and financial institution programs with an exceptional experience solely focused on enriching and solidifying their relationships with their clients.

By delivering on our mission statement, financial professionals and programs build trust with their clients and are positioned to be the trusted advisor and source for all of their clients’ wealth management needs. We do this through listening, understanding, collaborating and identifying solutions that meet and exceed the expectations of our clients, the financial professionals and programs with whom we are affiliated and have placed their trust in us.

To achieve our mission, we hold dear a set of Core Values. These Core Values guide our actions and set a level expectation that can never be compromised.

Core Values

Integrity – We are honest and transparent in all our dealings. We seek open and constructive relationships amongst ourselves and with our clients in order to build trust. No one individual or client comes before the good of the organization and our mission.

Accountablity – We take ownership of our own responsibilities as well as the actions of our colleagues, regardless of the outcome.We take pride in what we do each and every day. We never shy away from an issue or concern – we own and solve each one.

Boldness – We push ourselves and our colleagues to think differently and innovatively. We are willing to take risks and challenge the status quo in order to deliver the best possible experience to our clients.

Respect – We are always respectful of one another. We value and encourage diversity in our work environment and grow stronger together because we bring an array of perspectives, opinions, experiences and backgrounds to our work.We strive to connect on a real level and understand the importance of strong, meaningful, long-lasting relationships. We genuinely care for the well-being of one another and are compassionate and empathetic when interacting with each other and our clients.

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Contact Us

 

Headquartered in San Diego, CA, with regional program management offices located in Northern and Southern CA, MA, MN, NM, NY, NC, OH, PA, and TX.

CUSO Financial 25 Years Logo

Office

10150 Meanley Drive
First Floor
San Diego, CA 92131
Get Directions

Call Us: 800.686.4724
Fax: 1.858.530.4404

Email Us: cfsweb@cusonet.com

Sales Information: cfsweb@cusonet.com

Media Inquiries:
Haven Tower Group
Julian Arenzon
424 317 4861
jarenzon@haventower.com

Technology Inquiries: Unio™ Help Desk
uniohelp@cusonet.com

CFS LinkedIn

SPF LinkedIn

CUSO Financial Services, LP (Member FINRA / SIPC) © 2022

Disclosures | CFS Form CRS | SPF Form CRS | SEC Marketing Rule Referral Disclosure Forms | Privacy Policy | Notice of Collection of Personal Information | CFS/SPF Business Continuity Plan Summary March 31, 2020

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Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CFS”) or Sorrento Pacific Financial, LLC ("SPF"), registered broker-dealers (Member FINRA (www.finra.org) / SIPC (www.sipc.org) and SEC Registered Investment Advisors. Products offered through CFS and SPF: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS or SPF. Credit Unions and Banks have contracted with CFS and SPF to make non-deposit investment products and services available to credit union members and bank customers.

Atria Wealth Solutions ("Atria") is not a registered broker-dealer or Registered Investment Advisor. CUSO Financial and Sorrento Pacific are subsidiaries of Atria.

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